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資金動向 | 北水繼續拋售科技股,淨賣出騰訊12億、快手近7億,連續5日買入中移動

3月21日,南下資金淨買入港股22.67億港元。

淨買入中國移動3.91億、理想汽車-W 1.36億。

淨賣出騰訊控股12.39億、快手-W 6.81億、阿里巴巴-W 6.67億、中芯國際6.61億、比亞迪股份5.91億、小鵬汽車-W 2.66億、小米集團-W 2.26億。

據統計,南下資金連續5日淨買入中國移動,共計30.3726億港元;連續4日淨賣出騰訊,共計54.677億港元;連續3日淨賣出中芯國際,共計17.0456億港元;連續2日淨賣出小米,共計10.3493億港元;連續2日淨賣出快手,共計12.351億港元。

北水關注個股

騰訊控股連續3個交易日收綠,今日跌1.54%。高盛將騰訊2025及2026財年的收入及每股盈利預測上調2%至3%,預計AI將在2025至2026財年推動廣告和商業服務更快增長。該行亦考慮到,騰訊2025財年資本開年目標較2024財年有所提高,因此將其H股目標價由534港元上調至590港元,維持“買入”評級。

快手近3個交易日累計下跌10.56%。快手定於下週二(3月25日)公佈第四季度業績。根據FactSet對7位分析師的調查預估,第四季度淨利潤可能增長10.0%至39.7億元,相當於5.477億美元;調整後的淨利潤可能增長6.9%至46.6億元。在廣告業務實力的支持下,快手第四季度的營收可能增長9.7%至357.3億元,全年營收料增長12%,達到1272.4億元。

阿里巴巴今日跌3.54%,最新報130.7港元/股,近2個交易日累計跌超7%。

中芯國際今日跌7.49%,近3個交易日累計跌超9%。

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